Simplicity Wealth,LLC
Position in PMM — Putnam Managed Municipal Income Trust
CIK 1913243
SUMMIT, NJ
Position in PMM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$73,800
New position
Shares Held
12,000
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Position in Asset Management
Financial Services · as of Mar 31, 2026Simplicity Wealth,LLC holds $9,527,173 across 18 Asset Management names. PMM ranks #18 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
104,427 | $2,546,974 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
31,759 | $1,515,539 | |
| 3 | BLK |
BlackRock, Inc.
|
808 | $777,061 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
19,525 | $691,966 | |
| 5 | PFN |
PIMCO Income Strategy Fund II
|
80,427 | $554,142 | |
| 6 | AMP |
Ameriprise Financial Inc
|
978 | $434,623 | |
| 7 | MSIF |
Msc Income Fund, Inc.
|
33,233 | $404,777 | |
| 8 | UTG |
Reaves Utility Income Fund
|
9,379 | $368,407 |
All Filings in PMM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,800 | 12,000 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||